Number of Shares
3,650.00
Current Holdings Value*
$202,390.00
% of Portfolio
0.14%
Total Estimate Gain
$27,229.00
% of Total Estimate Gain
6.82%

Councilmark Asset Management, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary

As of 2025-03-31, Councilmark Asset Management, LLC held 3,650.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $202,390.00. This investment constitutes 0.14% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.

The initial trade took place in 2024Q3. And since then Councilmark Asset Management, LLC has made 2 purchases of ACWX, at an average price of $54.70, for a total of 7,300.00 shares. In addition, there have been 1 sales at an average price of $54.66 for 3,650.00 shares. Based on historical transaction data and ACWX's current price of $62.19, Councilmark Asset Management, LLC's estimated gain on his ACWX holdings is $27,229.00, reflecting a 6.82% gain to date.

Councilmark Asset Management, LLC ACWX ($62.19) Holding Chart

Councilmark Asset Management, LLC ACWX ($62.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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